How To: Running the Branch Ordering/Stock Transfer Report Using Method 2 (03-61-01-01)

Overview

This selection is very similar to the Branch Ordering/Stock Distribution Method 1 selection, as it identifies items for a given branch that are below minimum and creates transfer requests for these items.

However, it allows you to specify which branches require transfers instead of automatically including all branches assigned to the distribution center. This eliminates the need to run the report for each branch separately.

Additionally, this selection only looks at the Branch Committed quantity for the next 30 days as opposed to Method 1, which looks at the Branch Committed quantity for all future dates.

Step-by-Step

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  1. In the This run is for Day of Week field, the current day of the week appears (based on the Start of Day date). Accept or modify the entry.

  1. In the Enter Stock Distribution Center field, enter the distribution center for the report and/or transfer requests.

  1. Branches assigned to the entered distribution center appear in the Create Transfers Only for Branches field. All branches appearing in the field are included when the system creates transfer requests for the distribution center. At this point, you can add or remove branches or clear the field to include all branches assigned to the distribution center.

  1. In the Include/Exclude field:
    1. Enter “I” to include only certain departments on the report and/or transfers. Then enter the departments, to include in the Departments [XX,YY] field.
    2. Enter “E” to exclude specific departments from the report and/or transfers. Then enter the departments to exclude in the Departments [XX, YY] field.
    3. Press Tab to include all departments.

  1. In the Exclude Priority Flags field, enter any item priority flags that should be excluded from the report and/or transfers (i.e. %, X, G, etc.). Press Tab to include all priority flags.

  1. At the Print Report prompt, specify whether or not you want to print the report. If you answer “Y,” you can choose to include only the branches that appear in the Create Transfers Only for Branches field by entering “Y” in the Specified Branches Only field.

  1. Enter “Y” in the Generate Transfer Requests field and transfer requests will be created for items below minimum (in the selected branches). Enter “N” and this selection will not create transfer requests; only the report will print.

  1. In the Sort by Dept or Item Number field:
    1. Enter “D” to sort the report by Department.
    2. Enter “I” to sort the report by Item Number.

  1. Enter “Y” at the Is the above correct? prompt.

  1. Enter a Printer ID for the report.
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